Cahrii Nazeem Nettles

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-01-30
TX	RA	APPROVED	2026-01-30

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	10/2022	Present
Pricewaterhouse Coopers	Philadelphia	PA	06/2022	07/2022
Pricewaterhouse Coopers	Florham Park	NJ	06/2021	07/2021
Shoe Show Inc.	Lawrenceville	NJ	11/2018	10/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	10/2022	07/2025
Ewing High School	Ewing	NJ	01/2015	06/2018
Rider University	Lawrenceville	NJ	08/2018	06/2022
Unemployed	Bordentown	NJ	06/2018	08/2018

10/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
06/2022 → 07/2022

Pricewaterhouse Coopers

Philadelphia, PA
06/2021 → 07/2021

Pricewaterhouse Coopers

Florham Park, NJ
11/2018 → 10/2022

Shoe Show Inc.

Lawrenceville, NJ
10/2022 → 07/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
01/2015 → 06/2018

Ewing High School

Ewing, NJ
08/2018 → 06/2022

Rider University

Lawrenceville, NJ
06/2018 → 08/2018

Unemployed

Bordentown, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-29